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Dragoneer Investment Group, LLC

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13F filer, CIK 1602189, SAN FRANCISCO, CA

Dragoneer Investment Group, LLC reported $2,834,424,427 across 12 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 98.45% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-350447

Period
2026-06-30
Reported value
$2.83B
Holdings
12
Top 10 weight
98.45%
New
5
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+8,000,000$1.37B
AMDnew+943,987$548M
AMZNnew+1,271,500$303M
INIOnew+2,850,000$113M
CBRSnew+400,000$88.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVDAexited-3,728,387-$650M
CPNGexited-27,852,856-$526M
METAexited-712,800-$408M
CVNAexited-1,252,960-$394M
GLBEreduced-10,095,314-$351M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001193125-26-350447, largest first. % of portfolio is the value over $2,834,424,427, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000,000 shares 8,000,000$1.37B48.22%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943,987 shares 943,987$548M19.35%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,271,500 shares 1,271,500$303M10.69%newTimeline
INIOINNIO NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850,000 shares 2,850,000$113M3.98%newTimeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,283,616 shares; 2025Q4: 8,283,616 shares; 2026Q1: 5,803,764 shares; 2026Q2: 4,855,622 shares 4,855,622$98.3M3.47%-948,142Timeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400,000 shares 400,000$88.4M3.12%newTimeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,548,884 shares; 2025Q3: 8,548,884 shares; 2025Q4: 8,548,884 shares; 2026Q1: 4,308,999 shares; 2026Q2: 4,308,999 shares 4,308,999$88.2M3.11%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,048,965 shares; 2025Q1: 2,048,965 shares; 2025Q2: 1,206,157 shares; 2025Q3: 1,000,885 shares; 2025Q4: 1,000,885 shares; 2026Q1: 1,000,885 shares; 2026Q2: 1,000,885 shares 1,000,885$70.8M2.5%0Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,908,598 shares; 2024Q4: 9,908,598 shares; 2025Q1: 9,908,598 shares; 2025Q2: 9,908,598 shares; 2025Q3: 4,954,299 shares; 2025Q4: 4,954,299 shares; 2026Q1: 4,954,299 shares; 2026Q2: 4,954,299 shares 4,954,299$66.2M2.34%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,196,301 shares; 2024Q4: 9,196,301 shares; 2025Q1: 9,196,301 shares; 2025Q2: 9,196,301 shares; 2025Q3: 9,196,301 shares; 2025Q4: 9,196,301 shares; 2026Q1: 9,196,301 shares; 2026Q2: 9,196,301 shares 9,196,301$47.5M1.67%0Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,296,541 shares; 2024Q4: 11,993,659 shares; 2025Q1: 8,347,360 shares; 2025Q2: 10,056,015 shares; 2025Q3: 11,887,078 shares; 2025Q4: 11,365,028 shares; 2026Q1: 11,115,629 shares; 2026Q2: 1,020,315 shares 1,020,315$35.4M1.25%-10,095,314Timeline
ROOTROOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,320 shares; 2024Q4: 154,320 shares; 2025Q1: 154,320 shares; 2025Q2: 154,320 shares; 2025Q3: 154,320 shares; 2025Q4: 154,320 shares; 2026Q1: 154,320 shares; 2026Q2: 154,320 shares 154,320$8.63M0.3%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVDANVIDIA CORPORATION3,728,387$650Mshares
CPNGCOUPANG INC27,852,856$526Mshares
METAMETA PLATFORMS INC712,800$408Mshares
CVNACARVANA CO1,252,960$394Mshares
XYZBLOCK INC2,918,392$176Mshares
SAILSAILPOINT INC8,000,000$106Mshares
DDOGDATADOG INC271,800$32.1Mshares
WLTHWEALTHFRONT CORP654,338$6.05Mshares
OSCROSCAR HEALTH INC365,573$4.19Mshares
GTMZOOMINFO TECHNOLOGIES INC670,000$4.01Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-350447 base2026-08-14acceptance time not in the bulk data set